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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

125 hedge funds and large institutions have $886M invested in Schwab 1000 Index ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 20 closing their positions.

Holders
125
Holders Change
-6
Holders Change %
-4.58%
% of All Funds
2.11%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
44
Reduced
29
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$586M
2
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$183M
3
Jane Street
3
Jane Street
New York
$2.85M
4
ML
4
McAdam LLC
Pennsylvania
$1.86M
5
Bank of America
5
Bank of America
North Carolina
$3.01M

Top Sellers

1
MF
1
Manchester Financial
California
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$8.76M
3
BPA
3
Beacon Pointe Advisors
California
$0
4
CG
4
Colony Group
Massachusetts
$11.4M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$1.58M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$586M 16,069,928 +1,116,405 +7%
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$183M 5,010,884 +205,031 +4%
WA
3
Waddell & Associates
Tennessee
$32M 878,574 -2,427 -0.3%
CG
4
Colony Group
Massachusetts
$11.4M 312,831 -16,475 -5%
Goldman Sachs
5
Goldman Sachs
New York
$8.76M 240,265 -24,141 -9%
CBFP
6
Cedar Brook Financial Partners
Ohio
$3.68M 101,011 +4,665 +5%
Bank of America
7
Bank of America
North Carolina
$3.01M 82,644 +40,022 +94%
BIP
8
Blueprint Investment Partners
North Carolina
$2.94M 80,759 +1,856 +2%
HSA
9
HBK Sorce Advisory
Pennsylvania
$2.93M 80,479 -797 -1%
PA
10
Parkside Advisors
California
$2.88M 79,101 +49 +0.1%
Jane Street
11
Jane Street
New York
$2.85M 78,282 +60,510 +340%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$2.79M 76,383 +19,893 +35%
KFS
13
Kaizen Financial Strategies
California
$2.25M 61,597 -1,331 -2%
DACG
14
Donor Advised Charitable Giving
California
$2.19M 60,144 +2,474 +4%
MWM
15
Madison Wealth Management
Ohio
$2.14M 58,668 +2,163 +4%
Mariner
16
Mariner
Kansas
$1.96M 53,612 +1,620 +3%
ML
17
McAdam LLC
Pennsylvania
$1.86M 50,959 +50,959 New
CSWM
18
Cassady Schiller Wealth Management
Ohio
$1.71M 46,933 +585 +1%
MML Investors Services
19
MML Investors Services
Massachusetts
$1.58M 43,371 -15,713 -27%
Cerity Partners
20
Cerity Partners
New York
$1.53M 42,044 +13,348 +47%
USCWA
21
U.S. Capital Wealth Advisors
Texas
$1.29M 35,341 +823 +2%
NP
22
NorthRock Partners
Minnesota
$1.28M 35,195 – –
KBFS
23
Kohmann Bosshard Financial Services
Ohio
$1.19M 32,580 +2,265 +7%
Creative Planning
24
Creative Planning
Kansas
$1.11M 30,524 +20,039 +191%
US Bancorp
25
US Bancorp
Minnesota
$855K 23,466 -1,979 -8%
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